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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,239 | $185,883-89.1% | $170,043-88.1% | $139,466-85.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 31.30% | 60.54%-29.2pp | 53.40%-22.1pp | 373.66%-342.4pp |
| Employer contribution / active EE | $1,941 | $7,596-74.5% | $6,790-71.4% | $4,754-59.2% |
| Participant deferral / active EE | $5,302 | $11,626-54.4% | $10,410-49.1% | $6,712-21.0% |
| Admin fee / account holder | $583 | $15,393-96.2% | $12,824-95.5% | $11,409-94.9% |